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Configuration (English)

Please post all ideas that concern the configuration of DocuWare in this forum (i.e. DocuWare Administration, Workflow Designer, Desktop Apps).

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34 results found

  1. Grant access to create Baskets and File Cabinets to the API

    When working within the API you have the ability to create users and assign them groups and roles. However, you still have to manually create Baskets for the users to use.

    By the same token, now that you are able to export and import a valid XML for a FIle Cabinet to speed up creation, you should be able to create a method to allow passing of an XML (or FC class).

    Once the idea for export/import Workflows is completed, it would be nice to have this functionality for that as well, as it will significantly speed up moving data…

    18 votes
    1 comment  ·  File Cabinet  ·  Admin →
    How important is this to you?
  2. Multi column select list filtered by hided fields

    I set a multicolumn select list to a field and added a filter to another field that has a fixed value.
    it would be nice if, hiding the fixed field, the filter continued to work.

    12 votes
    How important is this to you?
  3. Automatically change label names when you change a database field name

    Currently, when you change the name of a database field, the dialogs all keep the old field name as a "Label". This forces me to go into every dialog (including result list and index dialogs) and erase the label so that it matches the new field name.

    When I'm changing a database field name, it is because a customer wants the field name to change everywhere.

    9 votes
    How important is this to you?
  4. Dynamic Store Dialog

    Ability to change the store dialog dynamically based on the fields. For example the document type. Forms already has some dynamic fields based on others, and is very helpful. This would reduce the need to have many different store dialogs for each type of document.

    8 votes
    How important is this to you?
  5. Add data validation to store dialog

    Have the ability to make validations and rules to a store dialog. It is important to prevent storing duplicated invoices for example.

    The REQUIRED or not field is very basic validation. Forms already has field validation.

    7 votes
    How important is this to you?
  6. Allow selection of Dialogs and profiles when a new field is created

    You should allow the selection of dialogs and profiles when creating a new field. The field being only assigned to the standard dialogs it's not enough when costumers have 30+ profiles, 30+ dialogs and 50+ tasklists.
    Thank you.

    6 votes
    How important is this to you?
  7. Restrict possibility to apply a Stamp based on document index fields

    It would be useful to be able to restrict the possibility of applying a stamp on a document according to its indexes, some examples :

    • A stamp is intended for certain types of documents and has no purpose to be applied to others

    • A stamp can only be applied if the document is at a certain status

    • A stamp can only be applied if all the required fields have been completed

    This would make it possible to propose processes in case management and optimize the user experience by displaying only the stamps that are useful for the document

    5 votes
    How important is this to you?
  8. Document history within tasks

    If you want to view document history by clicking on it in tasks, you will only see history for that particular workflow. It would be great to see whole document history even if I want to watch it in tasks.

    5 votes
    How important is this to you?
  9. Allow SQL command in index profile on cloud version

    On on premice version, index profile can be defined with an SQL command allowing to write complex sql command
    this option is disable on cloud version

    5 votes
    1 comment  ·  File Cabinet  ·  Admin →
    How important is this to you?
  10. When using an XML file to clone a file cabinet, the dialog permissions aren't set.

    Dialog assignments need to get copied as well when copying a file cabinet

    5 votes
    How important is this to you?
  11. Separate permissions focused on export option

    In new versions we suggest that download, print and e-mail options be separate in the management of docuware profiles. These options should not be focused on the "export" option. For our organization these separate options would give a better control of permissions on users and is very necessary.

    5 votes
    1 comment  ·  File Cabinet  ·  Admin →
    How important is this to you?
  12. fixed select list field be copied to a new file cabinet on another system

    How can a fixed select list field be copied to a new file cabinet on another system

    4 votes
    1 comment  ·  File Cabinet  ·  Admin →
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  13. Validation of “changes” in index dialogs via a validation service, such as with DocuWare 6

    Unfortunately, with DocuWare 7.xx it is still not possible to validate changes made in index dialogs using a validation service, as only the changed data is reported to the service, not the index data that was in the index dialog before the change. The validation service cannot therefore react to index changes in certain fields, but can only analyze the new data to be written.
    If, for example, you want to write a validation that only allows a document status to be changed to the value "paid" if the status was previously "approved", this is not possible, as the service…

    2 votes
    How important is this to you?
  14. Have the ability to add tabel field rows

    Would be benificail to have tabels fields be able to add and multiple rows for entering line items

    for example, you enter line item Unite cost and the quanity and have the total calculate under a 3rd column fpor the total cost of item..

    2 votes
    How important is this to you?
  15. list from multi file cabinet

    Have the ability to create a List from multiple file cabinets

    2 votes
    How important is this to you?
  16. Document Processing - Add more content conditions for the identification and splitting rules

    Ability to have multiple content conditions for identifying and splitting documents with AND & OR operators.

    2 votes
    How important is this to you?
  17. Have to get back ability to determine total number of documents in a file cabinet.

    First the developers take away the ability to increase the number of documents in a result list. Now we can't even use 'Check FullText Status' to get a total amount of documents in a file cabinet.

    Thankfully we only have 1 customer who uses DocuWare-Online, so at least we can query the database for most of our users.

    When you migrate a customer to the cloud, there is no way to check to make sure if the file cabinets match when done.

    2 votes
    How important is this to you?
  18. Store Dialog - autofill single value

    Add the Autofill single entry feature from Forms to Store Dialogs. It would be very useful to fill the vendor name field and the vendor number field auto fills from the select list if there is a single result.

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
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  19. Allow storageRobot to store "red" or "yellow" intelligent indexing suggestions

    A customer has expressed interest in automatically storing documents with "red" or "yellow" intelligent indexing suggestions via storageRobot.

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
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  20. Choose what to export as preconfigured solution

    Having the possibility to choose which file cabinet/parts of the configuration we want to export as a DWBUC file. Right now, when we export, it's the whole configuration no choice.

    1 vote
    0 comments  ·  File Cabinet  ·  Admin →
    How important is this to you?
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